ESG Tools, Services/ Investors
Business and financial markets information service provider Bloomberg today announced the release of new tools within its portfolio and risk analytics solutions, “PORT,” aimed at helping investors measure, manage and report on the sustainability characteristics of investment portfolios.
Key features of the new tools include the ability to access key ESG indicators mandated under the EU Sustainable Finance Disclosure Regulation (SFDR), carbon footprint information including greenhouse gas emissions for over 130,000, and Bloomberg financial materiality scores when assessing and reporting on portfolio characteristics.
A new dedicated ESG screen has been added in PORT as well allowing users to compare portfolios, funds and indices using granular sustainability data, and enabling users to identify the holdings or positions that are not in line with their ESG objectives and perform trend analysis.
Additionally, Bloomberg announced that the reporting capabilities of its premium offering, PORT Enterprise, have been expanded to include the newly-released standardized SFDR report per ESMA’s template, in addition to fully customizable sustainability reports, to help clients disclose their sustainability metrics and meet EU regulatory requirements.
According to Bloomberg, the new tools are aimed at addressing investor needs for portfolio management solutions that include sustainability tools in order to make well-informed decisions, meet investment mandates and comply with regulatory reporting requirements, amidst a diversification of sustainable investment strategies and evolving regulatory frameworks.
Soojin Lee, Head of ESG Integration and Analytics at Bloomberg, said:
“Investors need increasingly sophisticated solutions to identify sustainability-related risks and opportunities, and meet their objectives and obligations. Bloomberg’s expanded PORT offering enables clients to manage and conduct detailed sustainability analysis on their portfolios, all in one place and through the click of a button. To ensure data consistency across the investment management process, from decision-making to reporting, clients can also access standardized reporting templates, or design their own reports with our PORT Enterprise functionality.”
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